FeeX did not find any alternative funds with lower fees and better past returns.
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Similarity

?

100%

90%

%

Annual Fees

?

$82.79

(0.81% Exp. Ratio)

$70.52

(0.69% Exp. Ratio)

( Exp. Ratio)

Future Est. Balance in 30 yrs

Assuming 2.21% annual return

$15,081.90

$15,638.99

Est. savings over 30 yrs

—

+$557.09

+

Return

As of 11/30/16

1 YR RETURN

5.90%

3 YR

2.80%

5 YR

4.52%

10 YR

4.98%

1 YR RETURN

6.22%

3 YR

3.04%

5 YR

4.67%

10 YR

5.07%

1 YR RETURN

3 YR

5 YR

10 YR

Description

The investment seeks total return with an emphasis on high current income, but also considering capital appreciation.
MFS normally invests the fund's assets primarily in a broad range of debt instruments issued by U.S. and foreign corporate, government, and other entities, including below investment grade debt instruments and debt instruments of issuers located in emerging market countries. MFS focuses on investing the fund's assets in corporate bonds, mortgage-backed and other asset-backed securities, U.S. government securities, and debt instruments of issuers located in emerging market countries.

The investment seeks a high level of current income with moderate share price fluctuation.
The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. It normally invests in a variety of domestic and international bond funds, a money market fund, and an income-oriented stock fund. The fund can invest in funds holding high-quality domestic and foreign bonds, high-yield bonds, short- and long-term securities, and dividend-paying stocks. It may sell shares of the underlying funds for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

Resources

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uses its best judgment in recommending similar alternatives with lower fees, but cannot
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mutual funds, exchange traded funds, and other securities carries risk of all or part of the amount
invested. Market data is provided by Morningstar. Past performance information is not indicative
of future returns.